Tools reference

When you connect Leadbay to Claude, the server exposes a set of tools that Claude calls on your behalf. You never call these directly — you ask in plain language ("pull today's leads", "research acme.com", "log that I emailed Jane") and Claude picks the right tool. This page is a reference for what's available and what each tool does.

Tools come in two groups: read-only (pull data, never change anything) and write / activate (take action on your account).

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Read-only tools

These never modify your account, so they're always safe to allow.

Discover & follow up

Tool	What it does
leadbay_pull_leads	Retrieves today's fresh lead batch, scored and ranked
leadbay_pull_followups	Pulls the leads that need a follow-up action
leadbay_account_status	Checks your quota, credits, and account state
leadbay_scan_portfolio_signals	Scans your existing leads for a web signal in one pass ("which of my leads acquired a company since 2025?") — no quota burn

Research a company

Tool	What it does
leadbay_research_lead_by_id	Deep-dive research card for a known lead — bundles details, qualification, and contacts into one response
leadbay_research_lead_by_name_fuzzy	Looks up a lead by company name or domain when you don't have its ID
leadbay_account_history	Full history on one account — current AI signals + all notes + the interaction timeline, in one call ("why has this account resurfaced?")
leadbay_prepare_outreach	Generates a personalized outreach brief for a lead

Travel & field sales

Tool	What it does
leadbay_followups_map	Geo-clusters your follow-ups on a map for travel planning
leadbay_tour_plan	Builds a visit itinerary for an upcoming trip to a city

Campaigns

Tool	What it does
leadbay_list_campaigns	Lists your existing campaigns
leadbay_campaign_progression	Shows a campaign's funnel metrics
leadbay_campaign_call_sheet	Pulls the call sheet for a campaign

Lenses & audience

Tool	What it does
leadbay_list_sectors	Lists the real sector taxonomy labels — so you (and Claude) name sectors correctly
leadbay_recall_ordered_titles	Recalls the job titles you've previously enriched
leadbay_seed_candidates	Read-only discovery surface for building a bigger lens

Imports & jobs

Tool	What it does
leadbay_import_status	Checks the status of an import job
leadbay_qualify_status	Checks the status of a qualification job
leadbay_bulk_enrich_status	Checks the status of an enrichment job
leadbay_resolve_import_rows	Maps imported rows back to their lead IDs
leadbay_list_mappable_fields	Lists the CRM fields you can map an import onto

Billing

Tool	What it does
leadbay_create_topup_link	Generates a Stripe link to top up your quota (you pay in your browser — nothing is charged automatically)
leadbay_open_billing_portal	Opens your billing dashboard

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Write / activate tools

These take action on your account. They're on by default. Every action is one you could take yourself in the app — there's nothing destructive at the platform level.

Qualify & enrich

Tool	What it does
leadbay_bulk_qualify_leads	Triggers AI qualification on a batch of leads
leadbay_enrich_titles	Enriches contacts by job title

Outreach & activity

Tool	What it does
leadbay_report_outreach	Logs an outreach action (call, email, meeting) against a lead
leadbay_add_note	Adds a note to a lead
leadbay_like_lead	Marks a lead as liked — teaches your taste profile
leadbay_dislike_lead	Marks a lead as disliked — teaches your taste profile

Contacts

Tool	What it does
leadbay_add_contact	Adds a person to a company (name + optional LinkedIn / title / email / phone)
leadbay_remove_contact	Removes a contact you added
leadbay_pin_contact	Pins a contact as the priority on a company
leadbay_unpin_contact	Unpins a contact
leadbay_update_contact	Edits a contact's details (title, email, LinkedIn…)

Lenses & audience

Tool	What it does
leadbay_my_lenses	Lists, switches, renames, or deletes your lenses
leadbay_new_lens	Creates a named lens with sector / company-size criteria
leadbay_adjust_audience	Edits a lens's audience ("stop showing me companies over 50 employees")
leadbay_extend_my_lens	Fills your current lens with more leads on demand (subject to a daily refill quota)
leadbay_refine_prompt	Refines the qualification prompt that scores your leads
leadbay_answer_clarification	Answers a clarification question Leadbay asked about your audience

Imports & campaigns

Tool	What it does
leadbay_import_leads	Imports a list of company domains
leadbay_import_and_qualify	Imports a list and immediately qualifies it
leadbay_create_custom_field	Creates a custom CRM field (e.g. to preserve a source-system ID)
leadbay_create_campaign	Creates a new campaign
leadbay_add_leads_to_campaign	Adds leads to a campaign
leadbay_remove_leads_from_campaign	Removes leads from a campaign

Feedback

Tool	What it does
leadbay_send_feedback	Sends a message to the Leadbay team (same inbox as the in-app feedback form)
leadbay_report_friction	Reports when a tool didn't deliver what you needed — helps improve the product

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How Claude chooses a tool

You don't pick tools — you describe the outcome. A few examples of the mapping:

You say…	Claude calls…
"Show me today's leads"	leadbay_pull_leads
"Which leads should I follow up with?"	leadbay_pull_followups
"Tell me about acme.com"	leadbay_research_lead_by_name_fuzzy
"I'm visiting Lyon next week — plan my visits"	leadbay_tour_plan
"I just called Jane at Acme — log it"	leadbay_report_outreach
"Create a lens called Joinery for fintech"	leadbay_new_lens
"Stop showing me companies over 50 people"	leadbay_adjust_audience

See the Example prompts page for a fuller library you can copy and paste.

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Next step

Example prompts